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Strategic Wealth Management Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Strategic Wealth Management Group’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$516K Hold
9,844
– – 0.19% 67
2021
Q1 		$507K Buy
+9,844
New +$506K 0.19% 70

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management Group's VTIP Position: Q2 2021 in Review

Strategic Wealth Management Group held its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) position steady in Q2 2021 at 9,844 shares worth $516K. The position accounts for 0.19% of the portfolio, ranked #67.

Strategic Wealth Management Group first reported a position in VTIP in Q1 2021 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold VTIP as of Q2 2021.

  • Strategic Wealth Management Group held 9,844 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $516K as of Q2 2021.
  • Strategic Wealth Management Group left its Vanguard Short-Term Inflation-Protected Securities Index Fund share count unchanged in Q2 2021.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.19% of Strategic Wealth Management Group's portfolio in Q2 2021, its #67 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2021 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.